Tax Associate/ Tax Trainee

Company Description

CleverProfits is a financial services firm that simplifies entrepreneurship. We help online businesses in the US build highly profitable and sustainable businesses. We offer growth-focused services to a variety of clients in different industries, including digital and social media marketing agencies, coaches and course creators, consultants, affiliate and network marketers, influencers and streamers, SaaS and E-commerce businesses. CleverProfits uses the latest cloud platforms to serve businesses remotely from anywhere in the world.

We are Looking for:

• Someone to attend the physical office at least 3 days per week. 
• Must hold a TAX HONOURS degree
• An individual who communicates productively to other team members.
• Grit. someone who possesses the unwavering perseverance and resilience in the face of challenges, setbacks, and obstacles.
• Someone who has a DIY mentality where they proactively tackle challenges and tasks through self-initiated efforts and resourcefulness.
• A candidate who is accountable for their performance by demonstrating commitment to achieving goals and delivering results with excellence as an individual, team, and company.
• Lastly, we encourage someone who has a touch of quirkiness showcased by embracing ones individuality and expressing unique traits, ideas, or behaviors.

About the Job:

• We are looking for a South African based employee to work alongside US tax specialists to deliver amazingly clever, detailed and timeous results to our clients. As our Tax Analyst, you will work with us on a full time basis and your main responsibilities will include the following tasks:
• Gather client and business information for personal and business income tax preparation using Quickbooks Online, Gusto payroll system, & Google Docs.
• Prepare US federal and state income tax returns (Forms 1040, 1120, 1120S and 1065’s) in ProConnect Tax Online for online business owners and supporting workpapers in Google Sheets.
• Calculate quarterly estimated income taxes and tax plans for online business owners using Pro-Connect Online and our custom in-house spreadsheets.
• Analyze our clients’ businesses and tax structure to identify tax savings opportunities
• Prepare various tax deliverables such as elections, letters to tax authorities, letters to stakeholders, etc.
• Work directly with our Tax Director to improve internal workflows and document service delivery process